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Kestra Private Wealth Services’s Ternium TX Stock Holding History

Kestra Private Wealth Services’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,809
Closed -$293K – 1466
2024
Q2 		$293K Buy
+7,809
New +$323K 0.01% 1056
2023
Q4 		– Sell
-8,210
Closed -$328K – 1293
2023
Q3 		$328K Buy
+8,210
New +$339K 0.01% 830
2022
Q1 		– Sell
-5,004
Closed -$218K – 1064
2021
Q4 		$218K Buy
+5,004
New +$210K 0.01% 876

Other funds holding TX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Kestra Private Wealth Services's TX Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of Ternium (TX) in Q3 2024, closing a stake of 7,809 shares — an estimated $293K sold.

Kestra Private Wealth Services first reported a position in TX in Q4 2021 and held it in 3 quarters. The position peaked at $328K in Q3 2023. 135 funds tracked by Wall St. Rank hold TX as of Q3 2024.

  • Kestra Private Wealth Services reported no remaining Ternium position as of Q3 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,809 Ternium shares in Q3 2024, an estimated $293K.
  • Kestra Private Wealth Services first reported a position in Ternium in Q4 2021 and held it in 3 quarters.
  • Kestra Private Wealth Services's Ternium position peaked at $328K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held Ternium as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.